← Governance package
GOV-08 · WORKING DRAFT — NOT ADOPTED

Finance, procurement & asset-control policy

Creates a traceable path from budget approval to public reporting.

Responsible ownerTreasurer and finance officer
Adoption prerequisitesBoard charter · Annual budget
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01

Budget and accounts

Funds are held in accounts in the corporation’s legal name. The board approves the annual budget, chart of accounts, reserves and restricted-fund treatment. Personal accounts and commingling are prohibited.

02

Approvals and procurement

Written numerical thresholds govern purchases, contracts, reimbursements and competitive quotes. The requester cannot be the sole approver. Related-party procurement requires disclosure, recusal, fair-market evidence and express approval.

03

Reconciliation and reporting

A person independent of payment initiation reconciles accounts monthly. The treasurer reports budget variance, cash, obligations, restricted funds and exceptions quarterly. Material errors are corrected openly; public summaries protect donor and member privacy.

04

No improper benefit

No contribution purchases a vote, appointment, research conclusion, public position or preferential access. Gifts and hospitality above the approved nominal threshold are refused or recorded and surrendered as policy requires.